Around the Peak.

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…

The SEC's proposal to Enhance Private Fund marketing is another in a trend for higher levels of transparency and more standardized reporting for investment managers. See what may soon be required.

Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…

Analyzing alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…

How robust is your quality control process? In light of recent investment performance troubles at PSERS, now may be a good time to evaluate your firm’s quality control procedures. Here’s what you need to know...

FINRA now requires IRR to be calculated according to the GIPS® Standards. But how do you calculate and present a GIPS compliant IRR?

Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…